Bring older transactions back into view
Keep unresolved items from disappearing beneath newer activity with a recurring review list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Why this helps
Older transactions can be forgotten when new activity keeps arriving and follow-up depends on memory.
- Bring older items matching your criteria back to attention.
- Keep unresolved transaction review in one place.
- Support consistent finance follow-up.
Setup
Build it in a few focused steps.
- 1Connect Brex and Google Sheets once in the Notis portal.
- 2Create an automation named Older transaction review.
- 3Tell Notis what makes a transaction unresolved, how old it should be to include, and how to update the chosen spreadsheet list.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with real transaction history and verify the age and status criteria.
Questions about this workflow
How does this know if a transaction is unresolved?
Specify the status or other available evidence that identifies unresolved items. If Brex does not provide it, supply a suitable source or criteria.
Does it send reminders to cardholders?
No. It updates a spreadsheet review list. Contacting cardholders would require a separate supported workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Google Sheets. A trigger fires from one place; an action lands in another.
Brex triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Brex and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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